Why I recommend QuickBooks to all my clients!
Updated August 19, 2015

Why I recommend QuickBooks to all my clients!

Trisha Corbett Osborne, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

2014

Modules Used

  • 2014, 2013, 2012, 2011, 2009, 2008, etc

Overall Satisfaction with QuickBooks Pro

I use QuickBooks to maintain the books and records of the Wareham Middle School and Wareham High School PTA as the Treasurer. I am a CPA (sole-proprietor) and have many of my clients using QB for years to maintain their business books and records. Some clients I maintain the books and others I train and they maintain the books and direct questions to me and send me their QB file at year end.
  • Accurate at maintaining double entry accounting (even when the client does not know what that means)
  • There are many ways to find a transaction, which is helpful when trying to determine how a client posted a transaction in QB.
  • Payroll is streamlined and easy to understand and enter
  • The ability to design forms or the design layout could be more user friendly.
  • Need an easier way to change a group of transactions at once (such as if all transactions to one payee were entered under the wrong category - to group and re-assign the whole group)
  • Easier customer support to answer questions on how to get QB to perform a task that you are trying to enter.
  • Easy to set up a sales order and then invoice the order.
  • Easy payroll entry
  • Easy to pay bills
Haven't used any others in years aside from Quicken and hand entry registers
Clients that must maintain an inventory -- it can be tedious to set up but it is still the best program available.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
9
Time tracking
7
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
9
Self-service portal
2
Inventory tracking
6
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
5
Cost of goods sold
Not Rated
Pay calculation
8
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
8
Reimbursement management
Not Rated
Dashboards
8
Standard reports
9
Custom reports
5
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated

Using QuickBooks Pro